The Essential IT Playbook
12 Steps to Excellence in Managing IT in Small and Midsize Enterprises
Book a Call to EnrollGet More InfoBenefits of the Program
Your IT department has the potential to be the powerhouse that drives your organization to new heights. With our targeted improvement plan, you won’t just keep up – you’ll redefine the game. Let’s make IT the catalyst for your next big success.
A Proven Methodology
A proven methodology to lead IT, serving as a consistent career guide and offering a superior alternative to ad hoc advisory engagements.
A Structured Framework
A structured framework with 12 actionable steps and eight key insights for core IT functions.
High-Value Advisory Engagements
High-value advisory engagements that deliver tangible results and valuable experiences.
Clear Activities You Can Delegate
Clear activities you can delegate to your team with Guided Implementations and actionable best practices.
Customizable and Measurable
Customizable initiatives with measurable results that align with your organizational, departmental, and personal goals, with annual proof of improvement.
A Framework Built For You
Built with small/mid-market organizations in mind. Focused on the essentials of building and improving upon a core foundation.
The Essential IT Playbook
12 Steps to Excellence in Managing IT in Small and Midsize Enterprises
Our 12-step process has been proven across maturity levels, and each step comes with a matrix of methodologies, tools, and templates that’s right for you.

Structured, Actionable, 12-Step Framework
Clear activities to delegate to your team
Customizable initiatives with measurable results
Our highest-value advisory engagements
A proven path to excellence
Stakeholder Management
Managing stakeholder satisfaction to drive it performance is the CIO's most important job.
Core IT Processes
Formalizing critical it processes is the only way to stop firefighting.
Workforce Development
91ÖÆÆ¬³§ your team's business and management knowledge so they can own key processes.
Project Portfolio Management
Nail requirements gathering and on-time delivery to drive it project success.
Risk & Security
Don't try to breach-proof your organization: balance risk tolerance, prevention, and budget.
Technology & Vendors
Leverage user feedback to select and manage software effectively.
Data & Analytics
Providing real organizational differentiation relies on high-quality data.
Innovation & Transformation
Commoditize low-value tasks to unlock bandwidth for innovation.
OrganizaÂtional Value
IT Strategy
IT Budget & Capacity
Renewal & Reflection
It’s time to adopt a new playbook for IT
For too long, IT shops have struggled to provide value and drive transformation due to immature processes.
-
80%
Over 80% of CEOs and CFOs say that their IT functions are either firefighters or unstable.
CxO-CIO Alignment Diagnostic; N=514; Jan 2021-Apr 2024​ -
93%
Meanwhile, 93% of C-suite leaders say that the desired target state for their IT department is the level of Trusted Operator or above.
CxO-CIO Alignment Diagnostic; N=514; Jan 2021-Apr 2024 -
85%
Info-Tech research shows that 85% of core processes are ineffective on average across all IT shops.
IT Management & Governance Diagnostic​
And innumerable challenges...
- Demanding stakeholders with changing needs.
- Critical processes are immature and informally managed.
- Scarcity of skills & resources for modern challenges.
- Projects take too long and fail to deliver value.
- Unstoppable security breaches & threats risk derailing your career.
- Painful & expensive technologies don't satisfy users but become irreplaceable.
- Low quality & under-leveraged data impedes processes & insight.
- Capacity for innovation is stifled by limited resources consumed by basic operations.
The Path to Success Has Eight Secrets to Unlock…
Understanding the eight secrets is imperative to overcoming your most prominent challenges and systematically improving IT for the future








Best Practices and Analyst Support,
from Planning to Outcomes:
Adopt the 12 Steps
- Revisit your goals for IT and how they align to organizational goals and your performance.
- Conduct the annual IT assessment.
- Start following the program calendar and identify your areas of priority.
Customize Your Playbook
- Create your individual systematic improvement key initiatives plan.
- Leverage Info-Tech's Diagnostics, Advisory Guided Implementations, Workshops, and Consulting experiences to customize and expedite your progress.
Act & Delegate
- Identify responsibilities for key priorities.
- Assign actions to core IT process owners.
The Essentials
91ÖÆÆ¬³§ Center
Resources targeted for those in small to mid-market organizations with limited resources who need to find a best practice approach that meets them where they are.
Visit the 91ÖÆÆ¬³§ Center
Be Future Ready. Get Your IT
Department Started Now.
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